Security First Managers Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Security First Managers Llc · EIN 753176413 · Plan #001
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 388
- With balances
- 311
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan), Consulting fees | $73,633 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $51,851 |